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Financial Analyst Sales

New Orleans, Louisiana, United States
October 27, 2016

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**** ****** ***** ** *** C***, River Ridge, LA 70123



Tulane University, A.B. Freeman School of Business New Orleans, LA Master of Finance GPA: 3.2 December 2016

Coursework included: Financial Reporting, Venture Capital and Private Equity, Investment & Asset Pricing, Risk Management,Fixed Income

Tianjin University of Commerce Tianjin, China

Bachelor of Finance GPA: 3.5 June 2015

Scholarship Recipient 2012, 2013

Merit Student 2013


Northeast Securities Co, .LTD Beijing, China

Financial Analyst Intern July 2016- August 2016

Facilitated Chinese auto enterprise data in primary market using excel and critically analyzed the current industry status, firm characteristics and profit pattern to identify the future trend

Executed industry analysis on Chinese automotive electronic commerce and finance to identify potential development driving forces, directions, and scales and carefully formulated investment options on these two segments

Initiated quantitive and qualitative analysis on representative companies in Chinese automotive market based on annual reports and formed result on financial statement analysis for 5 consecutive years Freeman Reports New Orleans, LA

Sales Analyst of Southwestern Energy Company (SWN) January 2016- May 2016

Co-authored an integrated analyst report of SWN with team members to give investors a clear perspective

Forecasted financial statements and valuation over 5 years based on past annual reports and press release to ensure best prediction for SWN’s future business performance

Advanced the analysis report to the Consulting Panel, including the dean on behalf of the winning team

Predicted the stock price at the delivery date, which was $14.28 per share; the current stock price is $14.94 per share

Freeman Consulting Group (FCG) New Orleans, LA

Group Member of Premium Parking Case September 2015- March 2016

Successfully built predictive financial models regarding the cost effectiveness of pre-pay and post-pay facility operations, and formulated a go-to-market strategy based on the outcome

Conducted sensitivity analysis on enforcement model and proposed recommendations to help Premium Parking make business plans and generate higher profit

Proactively coordinated with team members to complete final paper draft, provided case analysis presentation, and awarded the second place

Industrial and Commercial Bank of China Inner Mongolia, China Intern August 2014- September 2014

Assembled data from Bloomberg in a concise and accurate form

Ran comparable analysis on selected funds to maintain the recommended list for investment accounts

Sustained client accounts by updating changes in fund performance; Fielded investment review for meetings with clients


Proficiency in Microsoft Excel,Word, PowerPoint, and Access; Intermediate in SAS, SQL

CFAICandidate, FRMICandidate

Bilingual (Mandarin & English) ; Solid communication and interpersonal skills in teamwork

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